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The Filing Season

Every 13F report from every filer: cover-page totals for the whole season, what got accumulated and reduced, who changed, and the amendments record.

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025

8,795 of approximately 8,836 expected managers have filed for Q1 2026 (99.5%); “expected” = the prior season's filer count

8,93813F-HR reports
$67.08TΣ reported value
3.63MHoldings listedall filers · Q1 2026
218Amendments
1,793Notice filings
Mar 31First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,938 of 8,938 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,938 reports filed Mar 31 to Jun 30; busiest day May 15 with 1,6794709401,4101,880Mar 31: 1 reportsApr 01: 19 reportsApr 02: 18 reportsApr 03: 10 reportsApr 06: 19 reportsApr 07: 67 reportsApr 08: 140 reportsApr 09: 117 reportsApr 10: 95 reportsApr 13: 166 reportsApr 14: 142 reportsApr 15: 196 reportsApr 16: 178 reportsApr 17: 151 reportsApr 20: 166 reportsApr 21: 273 reportsApr 22: 228 reportsApr 23: 206 reportsApr 24: 232 reportsApr 27: 218 reportsApr 28: 209 reportsApr 29: 215 reportsApr 30: 191 reportsMay 01: 187 reportsMay 04: 244 reportsMay 05: 270 reportsMay 06: 230 reportsMay 07: 300 reportsMay 08: 345 reportsMay 11: 379 reportsMay 12: 443 reportsMay 13: 482 reportsMay 14: 756 reportsMay 15: 1,679 reportsMay 18: 78 reportsMay 19: 27 reportsMay 20: 16 reportsMay 21: 12 reportsMay 22: 9 reportsMay 26: 5 reportsMay 27: 9 reportsMay 28: 8 reportsMay 29: 5 reportsJun 01: 9 reportsJun 02: 8 reportsJun 03: 7 reportsJun 04: 10 reportsJun 05: 1 reportsJun 08: 7 reportsJun 09: 4 reportsJun 10: 14 reportsJun 11: 4 reportsJun 12: 15 reportsJun 15: 22 reportsJun 16: 5 reportsJun 17: 7 reportsJun 18: 24 reportsJun 22: 5 reportsJun 23: 19 reportsJun 24: 7 reportsJun 25: 3 reportsJun 26: 22 reportsJun 29: 2 reportsJun 30: 2 reports100%45-day deadline · May 151,679 on May 15Apr 1Apr 15May 1May 15Jun 1Jun 15
13F-HR reports filed per day, all filers, with the 45-day statutory deadline marked. Bars are calendar days (weekends stay empty); the line traces the cumulative share of the season filed.
49.8% of reports arrived in the final week before the May 15 deadline
What the tracked universe did this season
+45,786New positions
−40,110Full exits
208,710Increased
171,080Reduced
235Comparable managers

Position-level changes across tracked managers with a comparable prior filing (the deep-parsed universe, not all filers). Buying in depth → · Selling in depth →

Street lamps in front of the glass facade of the SEC headquarters
Headquarters of the U.S. Securities and Exchange Commission, Washington, D.C., 2008. Photo: David (dbking on Flickr) · CC BY 2.0 · Wikimedia Commons · All photo credits
Most accumulated · most reduced

Most accumulated so far

SecurityΔ holdersNewHolders
VSNT Versant Media… +130 +130 138
PNFP Pinnacle Financial… +127 +127 131
SUNB Sunbelt Rentals… +117 +117 118
INDV Indivior… +95 +95 97
DFTX Definium… +82 +82 86
FPS Forgent Power… +71 +71 72
RNA +64 +64 65
MDA MDA Space Ltd +64 +64 65

Most reduced so far

SecurityΔ holdersExitsHolders
TEFOF -59 −60 6
GRT-UN.TO Granite Real Estate… -46 −47 3
TSEOQ -32 −32 4
FG F&G Annuities &… -30 −38 88
FUBO fuboTV Inc. -29 −33 65
AGL Agilon Health, Inc. -27 −29 49
ELME Elme Communities -26 −38 65
WIX Wix.com Ltd. -24 −30 115

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 BlackRock $5.72T 50,651 May 13
2 Vanguard Capital Management Llc $4.00T 3,982 May 08
3 State Street Global Advisors $2.90T 4,269 May 15
4 Fidelity (FMR) $1.90T 13,282 May 15
5 Vanguard Portfolio Management Llc (cover page only) $1.89T 3,040 May 08
6 Morgan Stanley $1.66T 45,985 May 15
7 Geode Capital Management $1.61T 8,577 May 15
8 JPMorgan Chase $1.56T 33,063 May 13
9 Bank Of America Corp /De/ $1.37T 17,872 May 18
10 Susquehanna International Group, Llp $893.33B 14,878 May 15
11 Goldman Sachs Group $870.94B 13,579 May 15
12 Norges Bank $864.69B 1,507 May 11
Notable manager changes
01 Soroban Capital Partners LP

Reported value +261.4% QoQ ($14.33B → $51.80B)

→
02 TD Waterhouse Canada Inc.

Reported value +109.6% QoQ ($16.08B → $33.71B)

→
03 Norges Bank

Reported value -100.0% QoQ ($934.76B → $0)

→
04 Two Sigma Investments

Reported value +74.8% QoQ ($70.90B → $123.93B)

→
05 Fifth Third Bancorp

+1669 new positions this quarter (4,303 total)

→
06 Jane Street Group, Llc

+1588 new positions this quarter (19,058 total)

→
07 Susquehanna International Group, Llp

+1540 new positions this quarter (14,878 total)

→
08 Citadel Advisors

+1423 new positions this quarter (15,589 total)

→
09 Belvedere Trading LLC

Top-10 concentration 59% → 83% (+24.9pp)

→
10 Third Point

Top-10 concentration 54% → 78% (+23.6pp)

→

Screened from tracked managers with comparable prior filings: largest reported-value swings (≥$500M books), most new positions, and biggest concentration jumps. Value changes mix trading and market moves.

The amendments record
ManagerTypeOriginal filedAmendedValue: original → amended
Elm Partners Management LLC restatement May 13 Oct 30 $2.31B → $2.90B (+25.9%) SEC ↗
Neuberger Berman Group LLC restatement May 14 Oct 27 $131.41B → $131.47B (0.0%) SEC ↗
East Coast Asset Management, LLC. restatement May 15 Oct 26 $303.45M → $558.45M (+84.0%) SEC ↗
Blackstone Inc. new holdings May 15 Oct 09 $25.61B → $5.53B (-78.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 09 Sep 28 $9.41B → $9.75B (+3.6%) SEC ↗
M&T Bank Corp restatement May 12 Sep 04 $29.22B → $30.53B (+4.5%) SEC ↗
Allie Family Office LLC restatement May 14 Sep 01 $228.48M → $229.42M (+0.4%) SEC ↗
Cornerstone Financial Management LLC restatement May 08 Aug 28 $109.02M → $109.02M (0.0%) SEC ↗
Provida Pension Fund Administrator new holdings May 14 Aug 28 $0 → $5.95B SEC ↗
Pandowealth. LLC restatement n/a Aug 28 totals pending parse SEC ↗
VELA Investment Management, LLC restatement May 08 Aug 27 $436.05M → $428.72M (-1.7%) SEC ↗
Boston Research & Management Inc new holdings Apr 10 Aug 26 $420,987 → $428.29M (+101635.0%) SEC ↗
Dakota Wealth Management restatement May 07 Aug 26 $4.62B → $4.62B (0.0%) SEC ↗
Whitebox Advisors Llc new holdings May 15 Aug 26 $8.12B → $119.84M (-98.5%) SEC ↗

“restates entire filing” replaces the original table; “new holding entries” adds to it. Our analytics always use the latest accepted version; both filings stay in the record. How amendments work

The complete feed

Showing 8,701–8,800 of 10,586 managers that reported this season
One row per manager: these managers filed 10,949 separate documents; advisers may file one 13F per sub-portfolio. A further 219 superseded versions are excluded. Totals combine only live documents.

Apr 22 Bay Capital Advisors, LLC

$162.24M reported · 107 holdings listed · SEC ↗

Q1 2026
Apr 22 TPG Advisors LLC

$160.46M reported · 110 holdings listed · SEC ↗

Q1 2026
Apr 22 Vannoy Advisory Group, Inc.

$157.96M reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 22 LifeSteps Financial, Inc.

$157.90M reported · 97 holdings listed · SEC ↗

Q1 2026
Apr 22 Invera Wealth Advisors, LLC

$155.81M reported · 98 holdings listed · SEC ↗

Q1 2026
Apr 22 Hidden Cove Wealth Management, LLC

$155.66M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 22 AtlasMark Financial, Inc

$154.82M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 22 Hartmann Taylor Wealth Management, LLC

$151.21M reported · 54 holdings listed · SEC ↗

Q1 2026
Apr 22 MFA Wealth Services

$151.05M reported · 123 holdings listed · SEC ↗

Q1 2026
Apr 22 Crew Capital Management, Ltd

$150.77M reported · 109 holdings listed · SEC ↗

Q1 2026
Apr 22 Nicholas Wealth, LLC.

$144.89M reported · 111 holdings listed · SEC ↗

Q1 2026
Apr 22 Aureum Wealth Management, LLC

$143.70M reported · 60 holdings listed · SEC ↗

Q1 2026
Apr 22 Wernau Asset Management Inc.

$143.37M reported · 50 holdings listed · SEC ↗

Q1 2026
Apr 22 Stolz & Associates, Ps

$143.30M reported · 30 holdings listed · SEC ↗

Q1 2026
Apr 22 Networth Advisors, LLC

$141.48M reported · 381 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Shum Financial Group, Inc.

$141.43M reported · 93 holdings listed · SEC ↗

Q1 2026
Apr 22 Morey & Quinn Wealth Partners, LLC

$140.60M reported · 136 holdings listed · SEC ↗

Q1 2026
Apr 22 Rolek Wealth Management LLC

$139.40M reported · 22 holdings listed · SEC ↗

Q1 2026
Apr 22 Diamant Asset Management, Inc.

$137.25M reported · 76 holdings listed · SEC ↗

Q1 2026
Apr 22 Gagnon Advisors, LLC

$135.93M reported · 22 holdings listed · SEC ↗

Q1 2026
Apr 22 Muirfield Wealth Advisors Llc

$135.90M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 22 AGH Wealth Advisors, LLC

$135.87M reported · 185 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Hoese & Co LLP

$134.73M reported · 154 holdings listed · SEC ↗

Q1 2026
Apr 22 Avantra Family Wealth, Inc.

$134.36M reported · 158 holdings listed · SEC ↗

Q1 2026
Apr 22 Madrid Wealth Management, LLC amended

$132.54M reported · 70 holdings listed · SEC ↗

Q1 2026
Apr 22 Nicholson Meyer Capital Management, Inc.

$130.40M reported · 43 holdings listed · SEC ↗

Q1 2026
Apr 22 Tepp RIA, LLC

$127.67M reported · 41 holdings listed · SEC ↗

Q1 2026
Apr 22 Madison Park Capital Advisors, LLC

$127.23M reported · 62 holdings listed · SEC ↗

Q1 2026
Apr 22 Brandywine Asset Management, Inc.

$126.02M reported · 14 holdings listed · SEC ↗

Q1 2026
Apr 22 Clarity Wealth Development LLC

$122.51M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 22 Lakeshore Capital Group, Inc.

$122.50M reported · 91 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 First Financial Group Corp

$122.46M reported · 80 holdings listed · SEC ↗

Q1 2026
Apr 22 Semitam Bonam Llc

$122.38M reported · 44 holdings listed · SEC ↗

Q1 2026
Apr 22 Fulcrum Wealth Advisors, Llc

$120.78M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 22 Harbor Asset Planning, Inc.

$118.85M reported · 2,052 holdings listed · SEC ↗

Q1 2026
Apr 22 Advocate Investing Services LLC

$118.02M reported · 448 holdings listed · SEC ↗

Q1 2026
Apr 22 Financially in Tune, LLC

$116.30M reported · 77 holdings listed · SEC ↗

Q1 2026
Apr 22 Summerhill Capital Management lnc.

$114.60M reported · 35 holdings listed · SEC ↗

Q1 2026
Apr 22 CrossGen Wealth, LLC

$113.87M reported · 200 holdings listed · SEC ↗

Q1 2026
Apr 22 MeadowBrook Investment Advisors LLC

$113.02M reported · 186 holdings listed · SEC ↗

Q1 2026
Apr 22 Red Tree Management, LLC

$111.83M reported · 3 holdings listed · SEC ↗

Q1 2026
Apr 22 Larry Mathis Financial Planning, LLC

$111.55M reported · 156 holdings listed · SEC ↗

Q1 2026
Apr 22 Benchmark Financial, LLC

$111.44M reported · 52 holdings listed · SEC ↗

Q1 2026
Apr 22 APEIRON CAPITAL Ltd

$106.92M reported · 13 holdings listed · SEC ↗

Q1 2026
Apr 22 Portus Wealth Advisors, LLC

$106.21M reported · 568 holdings listed · SEC ↗

Q1 2026
Apr 22 Barnes Dennig Private Wealth Management LLC

$100.96M reported · 307 holdings listed · SEC ↗

Q1 2026
Apr 22 J. Team Financial, Inc.

$89.34M reported · 84 holdings listed · SEC ↗

Q1 2026
Apr 22 Decision Investments, Inc

$87.93M reported · 140 holdings listed · SEC ↗

Q1 2026
Apr 22 Englebert Financial Advisers, LLC

$87.92M reported · 55 holdings listed · SEC ↗

Q1 2026
Apr 22 Wiser Advisor Group LLC

$82.72M reported · 224 holdings listed · SEC ↗

Q1 2026
Apr 22 Fund Resources Investment Holding Group Co Ltd

$81.66M reported · 1 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 22 Qp Wealth Management, Llc

$58.36M reported · 65 holdings listed · SEC ↗

Q1 2026
Apr 22 Vinland Capital Management Gestora de Recursos LTDA.

$49.68M reported · 47 holdings listed · SEC ↗

Q1 2026
Apr 22 Janney Montgomery Scott LLC

$40.40M reported · 2,740 holdings listed · SEC ↗

Q1 2026
Apr 22 Navigation Wealth Management, Inc.

$27.75M reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 22 Berry Wealth Group, LP

$26.76M reported · 28 holdings listed · SEC ↗

Q1 2026
Apr 22 Border to Coast Pensions Partnership Ltd

$5.92M reported · 96 holdings listed · SEC ↗

Q1 2026
Apr 22 RPM Capital Partners, LLC

$3.34M reported · 1 holdings listed · SEC ↗

Q1 2026
Apr 22 Evensky & Katz LLC

$1.76M reported · 72 holdings listed · SEC ↗

Q1 2026
Apr 22 ASO GROUP Ltd

$237,122 reported · 56 holdings listed · 5 other managers included · SEC ↗

Q1 2026
Apr 22 Horizon Bancorp Inc /In/

$207,864 reported · 206 holdings listed · SEC ↗

Q1 2026
Apr 22 Ampfield Management, L.P.

$80,790 reported · 5 holdings listed · SEC ↗

Q1 2026
Apr 22 Groesbeck Investment Management Corp /Nj/

$51,336 reported · 94 holdings listed · SEC ↗

Q1 2026
Apr 22 Kw Wealth Management Llc

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
Apr 22 TVL Management Corp

value not stated on cover page · 1 holdings listed · SEC ↗

Q1 2026
Apr 22 Donato Wealth Management, Pllc

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Hsbc Global Asset Management (Mexico), Sa De Cv…

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Yelin Lapidot Mutual Funds Management Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Pictet Asset Management (Hong Kong) Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Hsbc Securities Usa Inc

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 New Millennium Group LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Hsbc Global Asset Management (Deutschland) Gmbh

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 WFG Capital Advisors LLC

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Corbett Road Capital Management, Llc

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Pictet Asset Management Sa

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Yelin Lapidot Provident Funds Management Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 22 Pictet Asset Management Ltd

value not stated on cover page · SEC ↗

Q1 2026
Apr 21 Robeco Institutional Asset Management B.V.

$70.16B reported · 842 holdings listed · 2 other managers included · largest holding: NVDA · +66 new · −47 exits · analysis · SEC ↗

Q1 2026
Apr 21 Wasatch Advisors Lp

$15.06B reported · 213 holdings listed · SEC ↗

Q1 2026
Apr 21 Concurrent Investment Advisors, LLC

$9.20B reported · 3,357 holdings listed · 1 other managers included · SEC ↗

Q1 2026
Apr 21 Mesirow Financial Investment Management, Inc.

$6.18B reported · 517 holdings listed · SEC ↗

Q1 2026
Apr 21 Old National Bancorp /In/

$5.97B reported · 1,250 holdings listed · SEC ↗

Q1 2026
Apr 21 Guinness Asset Management LTD

$5.80B reported · 143 holdings listed · SEC ↗

Q1 2026
Apr 21 Vise Technologies, Inc.

$5.09B reported · 1,447 holdings listed · SEC ↗

Q1 2026
Apr 21 Donor Advised Charitable Giving, Inc.

$3.92B reported · 32 holdings listed · SEC ↗

Q1 2026
Apr 21 GRIMES & Co WEALTH MANAGEMENT, LLC

$3.61B reported · 588 holdings listed · SEC ↗

Q1 2026
Apr 21 Wesbanco Bank Inc

$3.61B reported · 1,320 holdings listed · SEC ↗

Q1 2026
Apr 21 Maseco Llp

$3.19B reported · 391 holdings listed · SEC ↗

Q1 2026
Apr 21 Hosking Partners LLP

$2.79B reported · 99 holdings listed · SEC ↗

Q1 2026
Apr 21 Hennessy Advisors Inc

$2.77B reported · 278 holdings listed · SEC ↗

Q1 2026
Apr 21 Welch Group, LLC

$2.66B reported · 310 holdings listed · SEC ↗

Q1 2026
Apr 21 Pallas Capital Advisors LLC

$2.66B reported · 862 holdings listed · SEC ↗

Q1 2026
Apr 21 GHP Investment Advisors, Inc.

$2.43B reported · 1,637 holdings listed · SEC ↗

Q1 2026
Apr 21 Northeast Investment Management

$2.42B reported · 189 holdings listed · SEC ↗

Q1 2026
Apr 21 Venturi Wealth Management, LLC

$2.22B reported · 1,044 holdings listed · SEC ↗

Q1 2026
Apr 21 Obermeyer Wealth Partners

$2.17B reported · 299 holdings listed · SEC ↗

Q1 2026
Apr 21 OneAscent Financial Services LLC

$1.85B reported · 591 holdings listed · SEC ↗

Q1 2026
Apr 21 Jfs Wealth Advisors, Llc

$1.79B reported · 1,892 holdings listed · SEC ↗

Q1 2026
Apr 21 Aaron Wealth Advisors LLC

$1.76B reported · 691 holdings listed · SEC ↗

Q1 2026
Apr 21 Alpine Associates Management Inc.

$1.70B reported · 70 holdings listed · SEC ↗

Q1 2026
← Previous Page 88 / 106 Next →
Provenance: Filing index from EDGAR quarterly form indexes; per-filing totals parsed from each filing's own cover/summary page (values as reported; a small number of filers mistakenly report in $thousands); position-level changes from parsed information tables (tracked universe, comparable sets). Every row links to its original SEC document. Data pipeline methodology